Joel Daniel Kendall

Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 12/2016
  Ubs Financial Services Inc.
  Chicago, IL
• 12/2016 → 12/2023
  Advisory Partners, Llc
  Chicago, IL
• 12/2023 → Present
  Composition Wealth, Llc
  Chicago, IL

Previous Registrations

• 2016-12-12 → 2023-12-22
  Advisory Partners, Llc
  Chicago, IL
• 2012-04-05 → 2017-01-06
  Ubs Financial Services Inc.
  Chicago, IL
• 2007-07-05 → 2012-04-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2003-04-15 → 2007-07-10
  Oppenheimer Asset Management
  New York, NY
• 2003-01-03 → 2003-04-15
  Oppenheimer & Co. Inc.
  Chicago, IL
  Chicago, IL
• 2001-06-01 → 2003-01-03
  Cibc World Markets Corp.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2001-05-17
• S63 Uniform Securities Agent State Law Examination
  1988-01-20